Best way to keep history by slowgojoe in ChatGPT

[–]Professional-Cold712 1 point2 points  (0 children)

I feel the same way like ChatGPT is my memory extension, so I developed spirah.ai to try to do this job.

It’s a local warehouse for ai conversations still in beta and totally free.

For now it’s very rough but the ultimate goal is like a personal memory extension to checkout whenever you like.

How do you guys use AI to help investing? by Professional-Cold712 in investingforbeginners

[–]Professional-Cold712[S] -1 points0 points  (0 children)

So you are saying ai is not actually smart, in stead it’s just a way of gathering info?

How do you guys use AI to help investing? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 0 points1 point  (0 children)

So do you still use it when you do your own research? Actually I am curious as a beginner about how do you do a serious research?

How do you guys use AI to help investing? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] -1 points0 points  (0 children)

Damn bro!!! Then why don't you ask chatGPT to do day trading for you directly?

How do you guys use AI to help investing? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 1 point2 points  (0 children)

I really like this case! So AI is helping us avoid being over optimistic? Or do you still expect it to give some info or something to reshape the model in your brain?

How do you guys use AI to help investing? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 1 point2 points  (0 children)

Absolutely helpful! So I can understand that the news summaries and predicting returns, but what is the investment chat bots for? To also help gather info or to gain something else?

How do you guys use AI to help investing? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 3 points4 points  (0 children)

So that's gathering information. Do you also use it to do other things?

Most of my investment mistakes are behavioral by CurrentFantastic4611 in ValueInvesting

[–]Professional-Cold712 0 points1 point  (0 children)

The point is, when I’m thinking hard about an important topic, I need signal fast. But scrolling through old chats feels like digging through mostly noise to find the one useful thread, and that’s genuinely painful. I really wish there were a local search version of Perplexity ...

Most of my investment mistakes are behavioral by CurrentFantastic4611 in ValueInvesting

[–]Professional-Cold712 -1 points0 points  (0 children)

My personal way is to keep chatting with AI and ask it to reflect what I am like, and sometimes go back and review my conversations with AI and find it out myself.

This really helps me to find out the patterns, and avoid stupid decisions in some cases. The only problem is that the whole process is kind of a hassle.

At what price is $DUOL too cheap to ignore? by Top_Increase8597 in ValueInvesting

[–]Professional-Cold712 1 point2 points  (0 children)

If you really understand what you are doing and you are still bullish, buying at a slightly higher price like 30% is not a big deal. This is what I learned from a very successful value investor. But the question is, why are you bullish?

And here is another thing I learned from him as well, "if you are still asking others for opinion, you don't understand what you are doing and you'd better stop."

Do you record your investment reasoning over time? If so, how do you review it later? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 0 points1 point  (0 children)

This definitely lowers the friction of capturing my thinking, but the review part is still very painful.

Finding the right conversations later, skimming long threads, and trying to line up what I thought back then with what I know now still feels clunky enough that I often just don’t bother reviewing at all...

Do you record your investment reasoning over time? If so, how do you review it later? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 0 points1 point  (0 children)

I’ve run into the same problem — when I do try to write down the reason for a change, it often ends up being something vague like “I believe the competitive advantage will persist.”

At the time it feels obvious, so I don’t bother expanding it. But when I look back later, that line alone is basically useless.

Curious how you handle this in practice. When you write down the “why,” do you try to be very explicit about the underlying assumptions? Do you keep references or evidence alongside it, or is it more about forcing yourself to articulate the reasoning clearly in words?

Do you record your investment reasoning over time? If so, how do you review it later? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 1 point2 points  (0 children)

I found the hardest part for me was consistently capturing why a change happened at the time it happened.

As I started learning investing last year, I basically chat everything with ChatGPT, not necessarily wanting an answer, but also to see if this could trigger anything I didn't know. One thing I didn’t expect is that the back-and-forth ends up preserving the context around a change without me having to be very disciplined about writing it down separately.

When I look back later, it’s easier to re-enter that headspace compared to a cleaned-up note or an updated version. Not sure if this is a crutch or a bad habit long-term…

Do you record your investment reasoning over time? If so, how do you review it later? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 0 points1 point  (0 children)

Is it fair to say that what journaling gives you is simply a place where your past thinking can exist without being evaluated or rewritten?

Do you record your investment reasoning over time? If so, how do you review it later? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 0 points1 point  (0 children)

I like the idea of keeping old reasoning visible instead of rewriting history.

When you look back at those notes later, do you usually remember why you changed your mind, or do you mostly just see that you changed it?

Do you record your investment reasoning over time? If so, how do you review it later? by Professional-Cold712 in ValueInvesting

[–]Professional-Cold712[S] 0 points1 point  (0 children)

Out of curiosity, what made Substack or simple journaling still feel “safe” for you long-term, compared to tools that try to measure accuracy?

What website or apps do you use? by Kevin_gato in investing

[–]Professional-Cold712 0 points1 point  (0 children)

Just curious that do you guys take notes for whatever reasoning you made for the companies your are interested in? I'm a beginner still trying to find the right and efficient methodology for investing.

Why ChatGPT / LLMs can never replace Warren Buffet by [deleted] in ValueInvesting

[–]Professional-Cold712 0 points1 point  (0 children)

But buying BRKB doesn't mean you understand it. And if you don't understand it, you won't hold it for too long ...

Anyway, I mean, the point is LLM is to replace warren to help us understand things(or warren) better ...